Simplex Trading
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Simplex Trading’s Surgery Partners SGRY Stock Holding History

Simplex Trading’s Portfolio SGRY Stock Details SGRY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$129K Buy
10,800
+8,500
+370% +$122K ﹤0.01% 4793
2025
Q4 		$35.5K Sell
2,300
-11,800
-84% -$217K ﹤0.01% 5952
2025
Q3 		$305K Sell
14,100
-23,300
-62% -$520K ﹤0.01% 4435
2025
Q2 		$831K Sell
37,400
-58,300
-61% -$1.3M ﹤0.01% 2969
2025
Q1 		$2.27M Buy
95,700
+68,500
+252% +$1.62M ﹤0.01% 1913
2024
Q4 		$575K Buy
27,200
+23,800
+700% +$625K ﹤0.01% 3378
2024
Q3 		$109K Buy
3,400
+3,000
+750% +$88.6K ﹤0.01% 5138
2024
Q2 		$9K Sell
400
-2,500
-86% -$64.1K ﹤0.01% 7523
2024
Q1 		$86K Buy
2,900
+2,800
+2,800% +$87.6K ﹤0.01% 5747
2023
Q4 		$3K Sell
100
-1,600
-94% -$46.4K ﹤0.01% 8146
2023
Q3 		$49K Sell
1,700
-75,900
-98% -$2.73M ﹤0.01% 5827
2023
Q2 		$3.49M Buy
77,600
+72,700
+1,484% +$2.77M ﹤0.01% 1550
2023
Q1 		$168K Sell
4,900
-31,200
-86% -$1.01M ﹤0.01% 4528
2022
Q4 		$1M Buy
+36,100
New +$956K ﹤0.01% 2456
2022
Q3 		– Sell
-24,200
Closed -$699K – 10783
2022
Q2 		$699K Buy
24,200
+8,700
+56% +$380K ﹤0.01% 3039
2022
Q1 		$853K Buy
15,500
+15,300
+7,650% +$757K ﹤0.01% 3101
2021
Q4 		$10K Sell
200
-1,400
-88% -$64.9K ﹤0.01% 9051
2021
Q3 		$104K Hold
1,600
– – ﹤0.01% 6572
2021
Q2 		$106K Buy
1,600
+1,585
+10,567% +$86.1K ﹤0.01% 6647
2021
Q1 		$66K Buy
+15
New +$557 ﹤0.01% 6275
2020
Q4 		– Sell
-126
Closed -$275K – 8996
2020
Q3 		$275K Buy
126
+18
+17% +$320 ﹤0.01% 3706
2020
Q2 		$124K Buy
108
+82
+315% +$899 ﹤0.01% 4570
2020
Q1 		$16K Buy
+26
New +$371 ﹤0.01% 6141
2019
Q4 		– Sell
-111
Closed -$81K – 7898
2019
Q3 		$81K Buy
111
+109
+5,450% +$780 ﹤0.01% 4537
2019
Q2 		$1K Sell
2
-28
-93% -$279 ﹤0.01% 6905
2019
Q1 		$33K Buy
+30
New +$378 ﹤0.01% 5336

Other funds holding SGRY

BCI
Bain Capital Investors Boston, Massachusetts $3.27B AUM 3.23% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
PCM
Pentwater Capital Management Naples, Florida $19.3B AUM 58.13% 1-Year Est. Return
KSCM
King Street Capital Management New York $328M AUM 0.61% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Simplex Trading's SGRY Position: Q1 2026 in Review

Simplex Trading reduced its Surgery Partners (SGRY) stake by 90% in Q1 2026, selling an estimated $381K and leaving 2,798 shares worth $33.4K. The position accounts for ﹤0.01% of the portfolio, ranked #6281.

Simplex Trading first reported a position in SGRY in Q2 2016 and has held it in 15 quarters since. The position peaked at $454K in Q4 2025. 182 funds tracked by Wall St. Rank hold SGRY as of Q1 2026.

  • Simplex Trading held 2,798 shares of Surgery Partners worth $33.4K as of Q1 2026.
  • Simplex Trading sold 26,559 Surgery Partners shares in Q1 2026, an estimated $381K.
  • Surgery Partners made up ﹤0.01% of Simplex Trading's portfolio in Q1 2026, its #6281 holding.
  • Simplex Trading first reported a position in Surgery Partners in Q2 2016 and has held it in 15 quarters since.
  • Simplex Trading's Surgery Partners position peaked at $454K in Q4 2025.
  • 182 funds tracked by Wall St. Rank held Surgery Partners as of Q1 2026.

Based on Simplex Trading's 13F filing for Q1 2026, filed 14 May 2026.